Institutional Ownership Duke Energy Corp (DUK)
This table provides information about the institutional ownership of Duke Energy Corp (DUK). We have compiled data on the 2,575 institutions that hold shares in the stock, with a total of 537 Million shares, which have been reported (via 13F filing form) to have a value of $66.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Acadian Asset Management LLC
Boston, MA |
Aug 07, 2025 Q2 2025 |
5,873
shares
|
$731,012
0.0% of portfolio
|
Q2 2025
Added 232.75%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
5,866
shares
|
$730,141
0.02% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
5,843
shares
|
$727,278
0.13% of portfolio
|
Q2 2025
Added 28.53%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
5,833
shares
|
$726,033
0.05% of portfolio
|
Q2 2025
Added 5.5%
|
|
|
Wellington Shields & Co., LLC
New York, NY |
Aug 05, 2025 Q2 2025 |
5,831
shares
|
$725,784
0.2% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
5,818
shares
|
$724,166
0.39% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Aug 07, 2025 Q2 2025 |
5,816
shares
|
$723,917
0.41% of portfolio
|
Q2 2025
Reduced 2.45%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
5,805
shares
|
$722,548
0.21% of portfolio
|
Q2 2025
Reduced 31.54%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 14, 2025 Q2 2025 |
5,790
shares
|
$720,681
0.01% of portfolio
|
Q2 2025
Reduced 56.62%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
5,786
shares
|
$720,183
0.06% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
5,782
shares
|
$719,685
0.13% of portfolio
|
Q2 2025
Added 104.31%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Aug 07, 2025 Q2 2025 |
5,774
shares
|
$718,689
0.33% of portfolio
|
Q2 2025
Added 3.72%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Aug 07, 2025 Q2 2025 |
5,773
shares
|
$718,565
0.42% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
5,762
shares
|
$717,196
0.04% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jul 16, 2025 Q2 2025 |
5,760
shares
|
$716,947
0.25% of portfolio
|
Q2 2025
Reduced 30.4%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
5,757
shares
|
$716,573
0.1% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Cornerstone Advisory, LLC
|
Jul 30, 2025 Q2 2025 |
5,753
shares
|
$716,075
0.08% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
5,748
shares
|
$715,453
0.07% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jul 17, 2025 Q2 2025 |
5,744
shares
|
$714,955
0.15% of portfolio
|
Q2 2025
Reduced 6.21%
|
|
|
Bridges Investment Management Inc
|
Jul 28, 2025 Q2 2025 |
5,737
shares
|
$714,084
0.01% of portfolio
|
Q2 2025
Reduced 7.72%
|
|
|
Groesbeck Investment Management Corp
|
Apr 29, 2025 Q1 2025 |
5,733
shares
|
$713,586
0.98% of portfolio
|
Q4 2024
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
Aug 14, 2025 Q2 2025 |
5,733
shares
|
$713,586
0.17% of portfolio
|
Q1 2024
Reduced 3.37%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
5,731
shares
|
$713,337
0.26% of portfolio
|
Q1 2025
Reduced 3.6%
|
|
|
Guyasuta Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
5,729
shares
|
$713,088
0.05% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
5,702
shares
|
$709,727
0.0% of portfolio
|
Q2 2025
Reduced 19.52%
|